Warmly Playbooks

Proven strategies and plays for your revenue team to create & close pipeline using Warmly.

Latest Playbooks

Nobody Leaves: Build a Full-Funnel Orchestration Stack for Your Website
Advanced
Sales
Marketing

How Continu built an 8x pipeline machine by combining Warmly visitor identification, hot page triggers, multi-channel orchestrations, and a custom AI chatbot.

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Go from Zero to Booked Meetings on Your Website in 2 Weeks
Basic
Sales
Chat

How TigerGraph replaced Drift in under two weeks and booked 5 meetings from their website in the first 6 weeks live.

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Deploy an All-Knowing AI SDR That Lives on Your Website
Advanced
Sales
Chat

How Orum saves dozens of SDR hours per week by training Warmly AI Chat to answer prospects 24/7, without pulling reps off the phone.

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Route and Book Chat Visitors Through LeanData BookIt
Basic
Chat
Sales

Connect LeanData BookIt to Warmly chat so your existing routing rules, territories, round-robin, qualification tiers; automatically handle meeting assignment and calendar delivery.

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Nobody Leaves: Build a Full-Funnel Orchestration Stack for Your Website
Advanced
Sales
Marketing

How Continu built an 8x pipeline machine by combining Warmly visitor identification, hot page triggers, multi-channel orchestrations, and a custom AI chatbot.

See Playbook
Go from Zero to Booked Meetings on Your Website in 2 Weeks
Basic
Sales
Chat

How TigerGraph replaced Drift in under two weeks and booked 5 meetings from their website in the first 6 weeks live.

See Playbook
Deploy an All-Knowing AI SDR That Lives on Your Website
Advanced
Sales
Chat

How Orum saves dozens of SDR hours per week by training Warmly AI Chat to answer prospects 24/7, without pulling reps off the phone.

See Playbook
Route and Book Chat Visitors Through LeanData BookIt
Basic
Chat
Sales

Connect LeanData BookIt to Warmly chat so your existing routing rules, territories, round-robin, qualification tiers; automatically handle meeting assignment and calendar delivery.

See Playbook
Automate Follow-Up for Chat Leads Who Didn't Book
Basic
Chat
Sales

Route qualified chatters who engaged but didn't complete booking into your follow-up sequence automatically, no manual SDR triage needed.

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Auto-Gift ICP Visitors with Sendoso
Advanced
Sales
Marketing

Trigger a Sendoso gift the moment a high-intent visitor hits your site, no manual follow-up, just a pipeline touchpoint that actually surprises people.

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How TeamWeave Grew Pipeline 80% With Warmly's 5-Signal Engine
Basic
Sales
Marketing

TeamWeave's VP of Sales & Marketing shares how a simple Warmly + HubSpot setup using five intent signals, eliminated manual prospecting and grew pipeline by over 80%.

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How to Set Up Claude Code on Mac
Basic

Get Claude Code installed and authenticated on your Mac in under 5 minutes - no prior setup experience needed.

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How We Grew Automated Meeting Bookings by 74% - And How You Can Too
Basic
Chat
Marketing

We implemented AI Studio on our website chat in late November. By February, automated meeting bookings had grown 74%. Here's what changed.

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Triple Your Pipeline with LinkedIn Ads + TAM Agent
Advanced
Marketing
Sales

Build bulk ICP contact lists with TAM Agent and push them to LinkedIn Ads for 2x click-through rates at half the cost per click.

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Build Your Best Outbound List with TAM Agent
Advanced
Sales
Marketing

Use the TAM Agent to find best-fit, highest-intent companies, build buying committees with AI, and push them straight to HubSpot and LinkedIn Ads.

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Train Your AI Agent in Minutes
Basic
Chat
Marketing

Teach your AI inbound agent exactly how to respond using the Test & Train feature in AI Studio.

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